Register investors with ease using our onboarding module. Investors access your core Fund investment materials via our templated fund offering.
Book a free demonstration to see how easily ZephX can release more of your time to focus on investing.
ZephX is designed by investors, for investors. Client onboarding with ease, simple digital investment applications, secure payment details, AML, KYC, streamlined investor reporting and communication, all in a single, integrated software as a service.
Modules & Features
- Client Onboarding
- Investment Applications
Investors complete simple and intuitive full digital investment application and registration forms. Display secure payment details, perform digital review, AML, KYC and sign off of applications.
- Fund Onboarding
Create new Funds within minutes using multiple fee configurations. Existing fund migration is fast using a bulk investor upload.
A single port of call for investor related communications and reporting including an automatic annual report covering fund deployment (dates set by the Fund Manager)
- Investment Tracking
Track and monitor investments and the status of associated payments. Additional details and bespoke reporting, tracking and portfolio management are also available.
- Track Money
Capture amounts, use, statuses and dates for all payments made from and into the fund including investments, fees, subscriptions and top ups.
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